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Walt Disney

3,140 hedge funds and large institutions have $153B invested in Walt Disney in 2024 Q1 according to their latest regulatory filings, with 349 funds opening new positions, 1,189 increasing their positions, 1,329 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,140
Holders Change
+166
Holders Change %
+5.58%
% of All Funds
45.51%
Holding in Top 10
102
Holding in Top 10 Change
+40
Holding in Top 10 Change %
+64.52%
% of All Funds
1.48%
New
349
Increased
1,189
Reduced
1,329
Closed
147
Calls
$6.4B
Puts
$6B
Net Calls
+$404M
Net Calls Change
+$822M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
2001
Pacific Center for Financial Services
California
$695K -$21.5K -176 -3%
SWM
2002
Silverlake Wealth Management
Vermont
$695K -$162K -1,320 -19%
OFG
2003
Oxford Financial Group
Indiana
$691K -$156K -1,276 -18%
HIC
2004
Holderness Investments Company
North Carolina
$691K +$55.3K +452 +9%
TIA
2005
Tiemann Investment Advisors
California
$690K -$18.4K -150 -3%
CC
2006
Callan Capital
California
$690K +$215K +1,759 +45%
IGGA
2007
Iron Gate Global Advisors
Utah
$690K -$11.3M -93,080 -94%
CAM
2008
Cozad Asset Management
Illinois
$688K -$288K -2,350 -29%
TF
2009
Tompkins Financial
New York
$688K -$75.1K -614 -10%
PMG
2010
ProVise Management Group
Florida
$688K +$8.93K +73 +1%
WCM
2011
Whitener Capital Management
North Carolina
$687K -$17K -139 -2%
LSV Asset Management
2012
LSV Asset Management
Illinois
$685K
RIG
2013
RiverFront Investment Group
Virginia
$681K +$64.5K +527 +10%
ACP
2014
Aveo Capital Partners
Colorado
$679K +$106K +931 +18%
GC
2015
Gratus Capital
Georgia
$678K +$306K +2,504 +83%
GM
2016
GeoWealth Management
Illinois
$678K +$275K +2,248 +68%
TWA
2017
TCI Wealth Advisors
Arizona
$677K +$33.4K +273 +5%
SW
2018
SkyOak Wealth
Michigan
$676K +$734 +6 +0.1%
PCS
2019
Personal CFO Solutions
New Jersey
$676K +$51.4K +420 +8%
ARC
2020
Advisor Resource Council
Texas
$676K +$256K +2,839 +61%
IIC
2021
Integrated Investment Consultants
Michigan
$676K +$4.41K +36 +0.7%
SWIM
2022
Smallwood Wealth Investment Management
New Jersey
$676K
FWM
2023
Forza Wealth Management
Florida
$675K
DIM
2024
Delta Investment Management
California
$675K +$5.02K +41 +0.7%
SS
2025
Sunbelt Securities
Texas
$674K -$988K -8,075 -59%